2023 Form 5500 filing — Clayton Manufacturing Company Employees' Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627162900NAL0011575153001) for Clayton Manufacturing Company Employees' Retirement Plan, reported by Clayton Manufacturing Company under EIN 95-3480714 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627162900NAL0011575153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clayton Manufacturing Company
- EIN
- 95-3480714
- Plan number
- 001
- Location
- City Of Industry, CA
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,203,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,203,040
- Employer contributions
- $376,115
- Participant contributions
- $740,107
- Total income / additions
- $5,458,360
- Benefits paid
- $2,153,486
- Administrative expenses
- $51,793
- Total expenses
- $2,205,279
- Net increase / (decrease)
- $3,253,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $32,500 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $9,843 | $0 |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $9,450 | not reported in the loaded dataset |
| Schwab, Inc. | BROKERAGE SERVICES | $0 | $0 |